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WELL - Welltower Inc Stock Price, Fair Value and News
101.27
USD
+0.32
(+0.32%)
Market Closed
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WELL
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Funds-Owners-Holders
Which funds bought or sold WELL recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
Aspect Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
11.00
2024-05-17
New Covenant Trust Company, N.A.
NEW
Premium
Premium
Premium
Premium
207
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
ADDED
Premium
Premium
Premium
Premium
858,253
2024-05-16
Meiji Yasuda Life Insurance Co
ADDED
Premium
Premium
Premium
Premium
20,888
2024-05-16
Ancora Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
10,485
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
34,439
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
14,753
2024-05-16
ALETHEA CAPITAL MANAGEMENT, LLC
NEW
Premium
Premium
Premium
Premium
5,296
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
68,889
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
21,326
2024-05-16
Lumbard & Kellner, LLC
UNCHANGED
Premium
Premium
Premium
Premium
5,496
2024-05-16
Semmax Financial Advisors Inc.
REDUCED
Premium
Premium
Premium
Premium
55.00
2024-05-16
FSA Wealth Management LLC
ADDED
Premium
Premium
Premium
Premium
456
2024-05-16
Beacon Capital Management, LLC
ADDED
Premium
Premium
Premium
Premium
1,347
2024-05-16
Wiser Advisor Group LLC
ADDED
Premium
Premium
Premium
Premium
635
2024-05-16
Pineridge Advisors LLC
ADDED
Premium
Premium
Premium
Premium
1,714
2024-05-16
Creekmur Asset Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
504
2024-05-16
Global Financial Private Client, LLC
UNCHANGED
Premium
Premium
Premium
Premium
6.00
2024-05-15
AQR CAPITAL MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
141,000
2024-05-15
BROOKFIELD Corp /ON/
ADDED
Premium
Premium
Premium
Premium
387,831
2024-05-15
D. E. Shaw & Co., Inc.
ADDED
Premium
Premium
Premium
Premium
996,515
2024-05-15
JANUS HENDERSON GROUP PLC
REDUCED
Premium
Premium
Premium
Premium
1,409,440
2024-05-15
CITADEL ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
451,550
2024-05-15
Morningstar Investment Services LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
GOLDMAN SACHS GROUP INC
REDUCED
Premium
Premium
Premium
Premium
3,459,700
Rows per page:
10
25
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1–25 of 1112
Which funds are the top buyers of WELL?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
89,187,900
8,333,720,000
0.16%
BlackRock Inc.
59,134,600
5,525,530,000
0.13%
COHEN & STEERS, INC.
39,533,100
3,693,710,000
7.73%
STATE STREET CORP
33,548,700
3,134,790,000
0.14%
Capital International Investors
29,236,300
2,731,840,000
0.55%
WELLINGTON MANAGEMENT GROUP LLP
16,640,600
1,554,890,000
0.28%
BANK OF AMERICA CORP /DE/
16,203,000
1,514,010,000
0.14%
GEODE CAPITAL MANAGEMENT, LLC
13,781,000
1,285,770,000
0.12%
PRINCIPAL FINANCIAL GROUP INC
12,458,600
1,164,130,000
0.68%
FMR LLC
11,488,800
1,073,520,000
0.07%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in WELL?
Fund Name
$ Value
% Port.
Resolution Capital Ltd
640,659,000
11.46%
B&I Capital AG
26,560,300
8.42%
Adelante Capital Management LLC
122,849,000
8.09%
COHEN & STEERS, INC.
3,693,710,000
7.73%
Heitman Real Estate Securities LLC
130,854,000
7.45%
Vert Asset Management LLC
17,104,500
7.19%
Zimmer Partners, LP
309,917,000
6.62%
AEW CAPITAL MANAGEMENT L P
120,558,000
5.88%
CENTERSQUARE INVESTMENT MANAGEMENT LLC
507,771,000
5.86%
AMP Capital Investors Ltd
123,552,000
5.21%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold WELL
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Zimmer Partners, LP
309,917,000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
34,746,100
ExodusPoint Capital Management, LP
33,967,000
CAPSTONE INVESTMENT ADVISORS, LLC
21,505,100
CIBC WORLD MARKET INC.
20,564,000
Waterfront Capital Partners, LLC
14,670,100
ALLSTATE INVESTMENT MANAGEMENT CO
12,340,900
MOORE CAPITAL MANAGEMENT, LP
11,035,300
Additions
Fund Name
% Increased
Prestige Wealth Management Group LLC
8,109
GRS Advisors, LLC
2,262
Schonfeld Strategic Advisors LLC
1,658
NewEdge Wealth, LLC
1,573
JFS WEALTH ADVISORS, LLC
785
Merit Financial Group, LLC
737
MARSHALL WACE, LLP
694
RENAISSANCE TECHNOLOGIES LLC
539
Reductions
Fund Name
% Reduced
Anchor Investment Management, LLC
-96.00
NOMURA HOLDINGS INC
-95.5
Walleye Capital LLC
-94.69
Financial Gravity Asset Management, Inc.
-94.55
Castleview Partners, LLC
-94.00
Core Alternative Capital
-92.05
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
-90.7
Alyeska Investment Group, L.P.
-89.7
Sold off
Fund Name
$ Sold
NORGES BANK
-2,453,040,000
DUFF & PHELPS INVESTMENT MANAGEMENT CO
-189,511,000
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-25,963,900
Bridgewater Associates, LP
-12,823,700
EVOKE WEALTH, LLC
-8,826,340
Bank Pictet & Cie (Europe) AG
-7,047,330
Cinctive Capital Management LP
-6,067,450
Alpine Global Management, LLC
-5,202,810